+60.7%
NOK vs APO
+81.1%
-20.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -3.0% |
| 7D | +5.4% | +5.8% | -0.4% | +3.9% |
| 30D | -14.1% | +8.9% | -23.0% | -16.1% |
| 3M | -23.6% | -13.6% | -9.9% | -20.9% |
| 6M | -45.1% | -5.4% | -39.8% | -44.7% |
| YTD | +24.7% | -13.6% | +38.4% | +27.6% |
| 1Y | +19.0% | -2.5% | +21.5% | +17.3% |
| 3Y | +147.0% | +50.9% | +96.2% | +89.2% |
| All | +60.7% | +81.1% | -20.4% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling